Dec 16, 2025 | Blog, Tax Bites
Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their charitable deductions. And in some cases, they’ll face two new limits. But there’s some good news for non-itemizing individuals who make charitable donations....
Dec 15, 2025 | Blog, Retirement Accounts
As tax season approaches, many investors begin reviewing their retirement accounts and asking a familiar question: should I contribute to a Traditional IRA or a Roth IRA this year. The choice matters more than most people realize. The type of IRA you choose can...
Dec 9, 2025 | Blog, Tax Bites
Year-round tax planning generally produces the best results, but there are some steps you can still take in December to lower your 2025 taxes. Here are six to consider: Postpone Invoicing If your business uses the cash method of accounting and it would benefit from...
Dec 8, 2025 | Blog, Real Estate
Real estate has always been one of the most popular alternative assets for self directed investors. It offers stability, long term appreciation, and the opportunity to build wealth outside of traditional market cycles. When combined with the tax advantages of an IRA,...
Dec 3, 2025 | Blog, Videos, Webinars
Cryptocurrency continues to move into the mainstream and more investors are asking how digital assets fit into a retirement strategy. As a Self Directed IRA administrator, we receive frequent questions from clients who want to diversify their portfolios beyond...
Dec 1, 2025 | Blog, Retirement Accounts
As the year comes to a close, most people are focused on holiday plans, travel, and wrapping up work. Retirement accounts are not always top of mind, but year end is one of the most important checkpoints for IRA owners. A quick review now can help you avoid errors,...
Nov 25, 2025 | Blog, Tax Bites
If you have a flexible spending account (FSA) through your employer to help pay for health or dependent care expenses, now’s a good time to check your balance. FSAs save taxes, but they generally require you to incur expenses to use the funds by year end or forfeit...
Nov 23, 2025 | Blog, Retirement Accounts
As the calendar gets ready to flip into December, most investors are thinking about holiday travel, family plans, and wrapping up the year. Retirement accounts don’t usually make the list — but they should. Even if you’re not planning to make a contribution, execute a...
Nov 22, 2025 | Blog, Contributions, IRS News & Updates
Updated November 2025, based on IRS Notice 2025-67 (IR-2025-111) The IRS has released the official 2026 cost-of-living adjustments for retirement plans – and this year brings meaningful increases across IRAs, employer plans, SIMPLE accounts, and key income phaseouts....
Nov 18, 2025 | Blog, IRS News & Updates, Strategy Group Recaps, Tax Bites
Our November Strategy Group call covered a wide range of important tax and retirement planning updates for 2026 and beyond. Jack Kiley provided a detailed update on new tax laws, retirement plan adjustments, and strategies investors should consider before year end....
